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Melanie Tumis

Investment adviser representative at Empower Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Empower Advisory Group, LLCSep 2026 to now
  2. Empower RetirementSep 2026 to now
  3. HomemakerOct 2025 to Sep 2026
  4. Osaic Wealth IncApr 2025 to Oct 2025
  5. HomemakerJan 2025 to Mar 2025
  6. Charles Schwab & Co., Inc.May 2024 to Jan 2025
  7. HomemakerOct 2021 to Apr 2024
  8. Charles Schwab & Co., Inc.Jul 2017 to Sep 2021
  9. Schwab Private Client Investment Advisory, Inc.Jul 2017 to Dec 2018
  10. TD AmeritradeAug 2016 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CO).

Empower Advisory Group, LLC

$195.4BAssets managed
297,074Clients
1,979Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6694775
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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